Jobs near Woodbury: 3,564
RS
Relevance Score ranked on: FINANCIAL ADVISOR
Senior Registered Client Associate
WOODBURY
Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepar...
Search Terms: Client Associate, Registered, Financial Advisor, Associate, Client Support
84.6
0mi
Updated: December 25
Private Client Financial Advisor - Manhasset, Long Island
Manhasset
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
83.4
11mi
Updated: December 04
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
78
6.9mi
Updated: December 24
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
78
6.9mi
Updated: December 24
Merrill Financial Solutions Advisor - Western Long Island
Garden City
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Solutions Advisor, Solutions, Financial, Financial Advisor, Advisor
77
13mi
Updated: December 16
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Riverside
Unlock your potential as a Client Associate at J. P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors...
Search Terms: Client Associate, Advisor, Senior, Financial Advisor, Associate
76.6
16mi
Updated: December 06
Merrill Financial Solutions Advisor - Southern CT Market
Stamford
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Solutions Advisor, Solutions, Financial, Financial Advisor, Advisor
76.4
17mi
Updated: December 16
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Greenwich
Unlock your potential as a Client Associate at J. P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors...
Search Terms: Client Associate, Advisor, Senior, Financial Advisor, Associate
75.8
18mi
Updated: November 22
Senior Wealth Planning Specialist
Stamford
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their ...
Search Terms: Planning Specialist, Wealth, Specialist, Financial Advisor, Financial Planning
75.8
17mi
Updated: December 19
Senior Client Service Associate-Registered
Garden City
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relations...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Service
75.1
13mi
Updated: November 15
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